Yorkville Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,095,856
Total clients
27
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$410,958
About
Yorkville Capital Management LLC provides discretionary portfolio management and investment supervisory services for high‑net‑worth individuals and a variety of institutional and household account types, including trusts, estates, charitable organizations, ERISA plans, and wrap program accounts. As of March 2025 the firm reports approximately $12.6 million in regulatory assets under management across about 35 managed accounts.
The firm typically implements model portfolios while allowing tailored restrictions when requested, and it uses proprietary risk models and asset‑allocation algorithms to guide exposure and monthly rebalancing. Yorkville also employs tactical hedging and may engage in short selling as part of its risk‑management approach.
Notable differences from many peers include acting as a sponsor to a wrap fee program (identified as Morgan Stanley’s Investment Management Services) and the disclosed use of borrowing in separately managed accounts to facilitate short sales or other strategies—practices that are relatively uncommon among independent advisers. The brochure also emphasizes a long track record in U.S. energy infrastructure investing through MLPs since the early 1990s and formal side‑by‑side allocation procedures to manage potential conflicts.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
1.00% annually (0.25% per quarter)
Account minimum: $100,000 Fee-only: Advisory fee of 1.00% annually
Main office location
Yorkville Capital Management LLC
Fallbrook CA, United States
Number of offices
1
Most active in
Yorkville Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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